The risk-on or risk-off trade still seems to be driving the markets. Either that or there isn’t anyone behind the wheel.

Safe to say, it looks like sideways will be the overarching theme for the next few weeks, which isn’t bad for the FastCap Strategy.

We got kicked out of two positions that hit their sell stop, Raven Industries (Nasdaq: RAVN) and Polaris Inc. (NYSE: PII).

Let’s replace them with these two new picks. Click below to read the research reports.

Research Report on RINO Industries

Research Report on Navios Maritime

Ahead of the tape,

Matthew Weinschenk